Institutional manager
Clear Street Group Inc.
Holds positions in 62 of the S&P 500, worth $13.8bn as reported for the quarter ended 31-mar-2026.
Positions held62of 488 index companies covered
Reported value$13.8bnS&P 500 positions only
Top ten weight91%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 62 held. The rest are smaller than every one of these.
NvidiaNVDA31.8m$5.55bnInformation TechnologyAdvanced Micro DevicesAMD5.5m$1.12bnInformation TechnologyMicrosoftMSFT2.9m$1.07bnInformation TechnologyAlphabet Inc. (Class A)GOOGL3.6m$1.04bnCommunication ServicesApple Inc.AAPL3.8m$960mInformation TechnologyAmazonAMZN3.7m$780mConsumer DiscretionarySandiskSNDK1.2m$778mInformation TechnologyMeta PlatformsMETA1.3m$747mCommunication ServicesPalantir TechnologiesPLTR2.2m$319mInformation TechnologyUnitedHealth GroupUNH601,697$163mHealth CareAppLovinAPP277,872$111mCommunication ServicesTesla, Inc.TSLA274,752$102mConsumer DiscretionaryRobinhood MarketsHOOD1.4m$100mFinancialsBerkshire HathawayBRK.B192,500$92mFinancialsInvescoIVZ142,848$82mFinancialsBroadcomAVGO247,375$77mInformation TechnologyCoherent Corp.COHR295,475$70mInformation TechnologyOracle CorporationORCL456,633$67mInformation TechnologyWestern DigitalWDC240,750$65mInformation TechnologyGE VernovaGEV70,095$61mIndustrialsPepsiCoPEP300,000$47mConsumer StaplesAdobe Inc.ADBE185,008$45mInformation TechnologyLam ResearchLRCX171,634$37mInformation TechnologyNetflixNFLX374,447$36mCommunication ServicesPayPalPYPL775,372$35mFinancialsSalesforceCRM137,519$26mInformation TechnologyCorning Inc.GLW177,444$24mInformation TechnologySupermicroSMCI896,665$20mInformation TechnologyLilly (Eli)LLY18,701$17mHealth CareTrade Desk (The)TTD700,284$16mCommunication ServicesConstellation EnergyCEG56,105$16mUtilitiesCiscoCSCO196,295$16mInformation TechnologyEchoStarECHO109,493$13mCommunication ServicesTeradyneTER24,779$7mInformation TechnologyRTX CorporationRTX33,920$7mIndustrialsKLA CorporationKLAC4,274$6mInformation TechnologyIntuitive SurgicalISRG12,498$6mHealth CarePalo Alto NetworksPANW33,565$5mInformation TechnologyBoeingBA25,053$5mIndustrialsDatadogDDOG40,838$5mInformation TechnologyCostcoCOST4,480$5mConsumer StaplesSynopsysSNPS8,232$4mInformation TechnologyState Street CorporationSTT44,393$3mFinancialsNewmontNEM22,617$2mMaterialsArista NetworksANET17,739$2mInformation TechnologyVistra Corp.VST11,382$2mUtilitiesAlbemarle CorporationALB8,334$1mMaterialsStarbucksSBUX12,338$1mConsumer DiscretionaryCarvanaCVNA3,141$987,468Consumer DiscretionaryJohnson & JohnsonJNJ3,631$887,562Health CareLululemon AthleticaLULU5,686$870,527Consumer DiscretionaryFreeport-McMoRanFCX14,426$847,960MaterialsCentene CorporationCNC25,619$838,766Health CareUnited Parcel ServiceUPS7,408$728,799IndustrialsChipotle Mexican GrillCMG22,267$712,767Consumer DiscretionaryAmphenolAPH5,488$693,409Information TechnologyBlock, Inc.XYZ11,174$672,451FinancialsAirbnbABNB4,651$587,328Consumer DiscretionaryModernaMRNA11,008$559,206Health CareAmerican ExpressAXP659$199,334Financials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.